James Investment Research’s United States Lime & Minerals USLM Stock Holding History

James Investment Research’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$834K	Hold	7,966	–	–	0.08%	206
2026 Q1	$1.04M	Hold	7,966	–	–	0.12%	162
2025 Q4	$954K	Hold	7,966	–	–	0.1%	167
2025 Q3	$1.05M	Hold	7,966	–	–	0.11%	156
2025 Q2	$795K	Hold	7,966	–	–	0.09%	170
2025 Q1	$704K	Sell	7,966 -242	-3%	-$25.2K	0.09%	177
2024 Q4	$1.09M	Sell	8,208 -2,142	-21%	-$272K	0.13%	141
2024 Q3	$1.01M	Hold	10,350	–	–	0.12%	160
2024 Q2	$754K	Hold	10,350	–	–	0.09%	178
2024 Q1	$617K	Hold	10,350	–	–	0.07%	193
2023 Q4	$477K	Hold	10,350	–	–	0.06%	208
2023 Q3	$416K	Hold	10,350	–	–	0.05%	206
2023 Q2	$432K	Hold	10,350	–	–	0.06%	198
2023 Q1	$316K	Hold	10,350	–	–	0.04%	227
2022 Q4	$291K	Hold	10,350	–	–	0.04%	230
2022 Q3	$212K	Hold	10,350	–	–	0.03%	253
2022 Q2	$219K	Hold	10,350	–	–	0.03%	254
2022 Q1	$240K	Hold	10,350	–	–	0.03%	263
2021 Q4	$267K	Hold	10,350	–	–	0.02%	255
2021 Q3	$250K	Hold	10,350	–	–	0.02%	252
2021 Q2	$288K	Hold	10,350	–	–	0.02%	257
2021 Q1	$277K	Hold	10,350	–	–	0.03%	248
2020 Q4	$236K	Buy	+10,350	New	+$214K	0.02%	249

Other funds holding USLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

James Investment Research's USLM Position: Q2 2026 in Review

James Investment Research held its United States Lime & Minerals (USLM) position steady in Q2 2026 at 7,966 shares worth $834K. The position accounts for 0.08% of the portfolio, ranked #206.

James Investment Research first reported a position in USLM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2024. 234 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

James Investment Research held 7,966 shares of United States Lime & Minerals worth $834K as of Q2 2026.
James Investment Research left its United States Lime & Minerals share count unchanged in Q2 2026.
United States Lime & Minerals made up 0.08% of James Investment Research's portfolio in Q2 2026, its #206 holding.
James Investment Research first reported a position in United States Lime & Minerals in Q4 2020 and has held it in 23 quarters since.
James Investment Research's United States Lime & Minerals position peaked at $1.09M in Q4 2024.
234 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.